JEFF Danielson signed Avian, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avian, LLC's EIN is 83-0414964.
Download the official 2024 Form 5500 (PDF) for Avian, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avian, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC. | 43-1685158 | — | CONSULTANT |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $6.9M | 15.9% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $6.9M | 15.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $4.3M | 10.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 7.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.7M | 6.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 5.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 4.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.9M | 4.4% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $1.5M | 3.5% | |
| EMERALD GRTH INSTL | Registered Investment Companies | — | — | $1.4M | 3.3% | |
| AMERICAN US GOV MONEY MKT R6 | Registered Investment Companies | — | — | $1.3M | 3.0% | |
| FIDELITY MID CAP GROWTH INDEX | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| LAZARD INT STRATEGIC EQ INST | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $986K | 2.3% | |
| PAYDEN CORPORATE BOND SI | Registered Investment Companies | — | — | $590K | 1.4% | |
| ALS SPECIAL MID CAP VALUE E2 WELLS FARGO BANK N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $389K | 0.9% | |
| RBC EMERGING MARKETS EQ R6 | Registered Investment Companies | — | — | $370K | 0.8% | |
| ARTISAN HIGH INCOME INSTL | Registered Investment Companies | — | — | $349K | 0.8% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $335K | 0.8% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $193K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $186K | 0.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $173K | 0.4% | |
| JPM MORTGAGE BACKED SEC R6 | Registered Investment Companies | — | — | $160K | 0.4% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $88K | 0.2% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $75K | 0.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $18K | <0.1% | |
| EAGLE MID CAP GR 1 ALTA TRUST COMPANY · EIN 85-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $36K |
| — |
